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Sage Group

Sage CRM

Composite Score

8.0 /10

CX Score

8.2 /10

81 Reviews Write a Review

What is Sage CRM?

Sage CRM provides sales teams with powerful tools and quick access to the information they need to manage and progress leads and opportunities. It is helping thousands of small and medium sized businesses across the globe automate their sales process. And Sage CRM gives you and your sales team detailed account and pipeline information so you can close deals faster.

Company Details

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Awards & Recognition

Sage CRM won the following awards in the Customer Relationship Management - Midmarket category

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2 Top Rated Capabilities

5 Top Rated Features

2024

Strategy and Innovation
Service Experience
Contract Negotiation

2022

2021 Data Quadrant Gold Medalist

2021

Sage CRM Ratings

Real user data aggregated to summarize the product performance and customer experience.
Download the entire Product Scorecard to access more information on Sage CRM.

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

86 Likeliness to Recommend

1
Since last award

98 Plan to Renew

85 Satisfaction of Cost Relative to Value

2
Since last award

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Emotional Footprint Overview

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

+92 Net Emotional Footprint

The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.

How much do users love Sage CRM?

1% Negative

3% Neutral

96% Positive

Pros

Respectful
Transparent
Acts with Integrity
Generous Negotitation

Feature Ratings

Average 84

Customer Service Management

Sales Management

Analytics and Reporting

Lead Management

Account and Contact Management

Activity and Workflow Management

Telephony and Call Center Management

Collaboration

Marketing Management

Quote Contract and Proposal

Mobile

Vendor Capability Ratings

Average 83

Availability and Quality of Training

Ease of Data Integration

Ease of IT Administration

Ease of Customization

Quality of Features

Ease of Implementation

Usability and Intuitiveness

Vendor Support

Product Strategy and Rate of Improvement

Business Value Created

Breadth of Features

Sage CRM Reviews

Shanique G.

Role: Operations
Industry: Telecommunications
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Jan 2023

Excellent CRM Tool

Likeliness to Recommend

9 /10

What differentiates Sage CRM from other similar products?

Sage CRM is easy use as such anyone with little to no experience at all with a CRM found it user-friendly as well as quick and simple to navigate. The process to create a customer quotation is very easy to use. It will helps build a strong relationship with your customers and it also helps to be more productive with marketing campaigns. It helps with organizing your customer's full details such as name, phone number, date of inquiry, date of service, full history details about servicing your customer, the job order, claims.

What is your favorite aspect of this product?

Some of the main things I like about Sage is that its Easy to use, it makes it easy to follow up with your customers. You can easily add and delete leads and it also has a pop up for follow up task reminder

What do you dislike most about this product?

There is nothing about this app that I dislike

What recommendations would you give to someone considering this product?

Sage is a highly recommended CRM tool to keep track of customer interactions, deadlines, project goals, and orders and is the perfect software for medium-sized businesses.

Pros

Reliable
Performance Enhancing
Inspires Innovation
Includes Product Enhancements

Role: Information Technology
Industry: Technology
Involvement: End User of Application

Validated Review

Anonymous Reviewer

Submitted Dec 2022

Outstanding accounts management tool.

Likeliness to Recommend

10 /10

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Harry E.

Role: Public Sector
Industry: Consulting
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Dec 2022

An amazing customer management product

Likeliness to Recommend

10 /10

What differentiates Sage CRM from other similar products?

With this piece of software, everything can be done in a variety of ways. However, certain users will also adore it. The functioning is rather seamless once you fully comprehend how the system operates. Going from one step to the next made logical sense. For our clients, Sage CRM has been excellent. We can ensure everyone has access to specific papers by using the functionality of the shared document.

What is your favorite aspect of this product?

It maintained records of received and sent projects, inventories, sales, tax reports, etc. It is possible to customize the application's layout so that it is easy to manage client information and attract potential customers. Leaving notes is fantastic for the entire sales staff to evaluate and comprehend what was discussed. Each feature Sage provides is advantageous. Sage never fails us, yet we are completely dependent on it.

What do you dislike most about this product?

CSV files must be able to be uploaded. Making a drawing journal with 500 sheets, some of which have repeated names and dates, can take some time. It can sometimes be challenging to read the body of texts while drafting because the text window needs to be enlarged to remove unused or unneeded items.

What recommendations would you give to someone considering this product?

Field-based salespeople benefit greatly from quickly and effectively. The ability to manage our leads and prospects at every stage of the sales funnel was what I appreciated best. My life and the lives of my coworkers were made considerably simpler by being able to track the many stages in one user-friendly app.

Pros

Helps Innovate
Reliable
Performance Enhancing
Enables Productivity

How We Deliver

Sage CRM

What is Sage CRM?

Company Details

Need Assistance?

Awards & Recognition

2023 Data Quadrant Gold Medalist

2022 Data Quadrant Gold Medalist

2022 Emotional Footprint Champion

2021 Data Quadrant Gold Medalist

Sage CRM Ratings

86 Likeliness to Recommend

1 Since last award

98 Plan to Renew

85 Satisfaction of Cost Relative to Value

2 Since last award

Emotional Footprint Overview

+92 Net Emotional Footprint

How much do users love Sage CRM?

Pros

Feature Ratings Average rating of all product features, some of which may not be shown below

Customer Service Management Includes case and ticket management, automatic escalation rules, advanced resolution tools, multi-channel integration, and in-band response capabilities.

Sales Management Lead gen, pipeline management, team & geography-based assignment. Compensation & contract management. Ability to pull customer data from the social cloud.

Analytics and Reporting Includes historical & real-time dashboard visualizations, detailed & summary reporting and easy data extraction for data analysis.

Lead Management Track and optimize prospective customers through lead generation, customer inquiry and capture, filtering, grading distribution, and contact/lead nurturing.

Account and Contact Management Customizable records with customer demographic information, account history, and billing information.

Activity and Workflow Management Text or code-based and visual workflow designers.

Telephony and Call Center Management Computer-telephony integration for bringing call info into the CRM suite. Advanced call recording, scripting, queuing, and Interactive Voice Response (IVR).

Collaboration Includes ability to view, share and direct work between co-workers in real or near real-time.

Marketing Management Multi-channel campaign management and analytics, budget tracking, click-to-lead capabilities, and social property management, keyword mining, and analytics.

Quote Contract and Proposal Includes web portals, quoting capabilities, order tracking and fulfillment, and rapid deployment templates for e-commerce sites.

Mobile Ability to support multiple devices, OSes and platforms using mobile optimized, HTML-based web access and/or native applications.

Vendor Capability Ratings Average rating of all vendor capabilities, some of which may not be shown below

Availability and Quality of Training Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Ease of Data Integration Use this data to determine whether the product will cause headaches or make data integration easy.

Ease of IT Administration This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Ease of Customization Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.

Quality of Features Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Ease of Implementation Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Usability and Intuitiveness End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

Vendor Support The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

Product Strategy and Rate of Improvement Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.

Business Value Created Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Breadth of Features Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

Sage CRM Reviews

Shanique G.

Excellent CRM Tool

Likeliness to Recommend

Pros

Outstanding accounts management tool.

Likeliness to Recommend

Pros

Harry E.

An amazing customer management product

Likeliness to Recommend

Pros

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Title

1
Since last award

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Feature Ratings

Customer Service Management

Sales Management

Analytics and Reporting

Lead Management

Account and Contact Management

Activity and Workflow Management

Telephony and Call Center Management

Collaboration

Marketing Management

Quote Contract and Proposal

Mobile

Vendor Capability Ratings

Availability and Quality of Training

Ease of Data Integration

Ease of IT Administration

Ease of Customization

Quality of Features

Ease of Implementation

Usability and Intuitiveness

Vendor Support

Product Strategy and Rate of Improvement

Business Value Created

Breadth of Features